Eureka Ware Manual

EurekaWare User Manual
The easiest way to manage your Real Estate

Contact Information in Microsoft Outlook
Copyright Notice: The information in this document is protected by international copyright laws. Any
reproduction of this information without express written consent from Eurekaware is strictly prohibited. All
Rights Reserve – EurekaWare ©2009
New Features in 3.x
Vrsion 3.0
▪Vista Compatible: Eurekaware now works with Vista.

▪Outlook 2007: All features now work in Outlook 2007.
Version 3.1
▪Action Plans: Campaigns were renamed to ActionPlans for clarity.

▪Canned Action Plans: EurekWare now comes standard with some common ActionPlans that you can use for marketing programs
and activity tracking. .
▪Action Plan Import/Export: Have a great Monthly Drip Markeitng Touch Campaign or a Comprehnesive Closing Checklist?
Now you can share it. EurekaWare let's you import and export Action Plans to XML files that can be shared with other users.
▪Action Plan Sharing Site: EurekaWare now offers a free site to share your ActioPlan and Marketing Template documents. Just
upload your favorites and download what you need. EurekaWare has always been a proponent of cost-effective real estate
marketing tools. And what is more cost effective than free?
▪Days Prior: Action Plan Template field that allows you to specify an event leading up to a special day.
▪Auto Appointments: Automatically create appointments when the Action Plan is assigned to a contact. This works like the Auto
Email feature.
▪Auto Assign: Now you can automatically assign activities to your contacts in an Action Plans.When a contact is an activity they
receive an email describing the activitiy. If they use Outlook they can uypdate the activitiy status as well.
▪New Menu Structure: AMenu structure was reorganized to make it simpler and easier to use.
▪Context Sensitive Help: Help links have been added to all EurekaWare forms.

Add an Address or Domain to Safe Senders in Outlook
To add an address or domain to Safe Senders in Outlook:
1.Select Actions | Junk E-mail | Junk E-mail Options... from the menu in Outlook.
2.Go to the Safe Senders tab.
3.Click Add....
4.Type the email address or domain name you want to whitelist.
To add a single address, type '[email protected]', for example.
To add a complete domain, type 'example.com', for example.
To make sure sub-domains are not automatically whitelisted when you add a domain, include the '@' sign: '@example.com', for
example. In this case, mail from '[email protected]' will not be whitelisted.
5.Click OK.
6.Click OK again.
If you already have a message from the sender you want to add to the Safe Senders list in your Outlook Inbox (or the Junk E-mail folder, of
course), the procedure is even easier:
1.Open a message from the sender (or a sender at the domain) you wan to add to Safe Senders.
2.Select Actions | Junk E-mail and then Add Sender to Safe Senders List or Add Sender's Domain (@example.com) to Safe Senders
List.
Importing Contacts from CSV File
The Import and Export Wizard in Outlook makes it easy to import contact information from an Excel worksheet into your Outlook
Contacts folder in EurekaWare.
1.In Outlook, on the File menu, click Import and Export.

2.Click Import from another program or file, and then click Next.
3.Click Microsoft Excel, and then click Next.
4.In the File to import box, browse to find the Excel file (.xls) that contains the content you want to import.
5.Click one of the following:
▪Replace duplicates with items imported
▪Allow duplicates to be created
▪Do not import duplicate items
6.Click Next.
7.In the folder list, click the Contacts folder where you want the imported contact information to go, and then click Next.
8.To add or remove fields to determine the way the contact information is saved in the new imported file, click Map Custom Fields.
Note The Map Custom Fields button in the Import a File dialog box might not be available when you try to import data from
another program or file. In the The Following Actions Will Be Performed box, select the Import check box, and then the Map
Custom Fields button is available.
Click here to see how to Import Top Producer Contact Data.
More Data Importing Tips

Importing Data from Top Producer & Farm Data
It is easy to import data from Top Producer or other sources that provide farm lists.
1.Importing Top Producer Data
From the home page at Top Producer, click the "set-up" link. Select "data transfer/conversion" and then "Export data". Then click
"Next" to export all contacts. Specify which columns you wish to export and then click begin export. When the export is complete
you will be asked where to save the file on your computer (save it to a place you will remember). You should save this file with a
.csv suffix to designate that it is a comma separated file.
Run the import contacts utility from the EurekaWare Configuration menu and specify Top Producer format.
2.Import A Farm List
Open the input file in Excel and match the field names of the input file with EurekaWare field names. Change the column headings
of the input file to match Standard Outlook Fields and EurekaWare Fields. Save the input file as a csv format. If the import is large,
you might want to break the records into separate files of a 1000 or less records. If the input file is to large the import may hang.
Run the import contacts utility from the EurekaWare Configuration menu and specify EurekaWare format.
More Data Importing Tips

Overview of EurekaWare
Realtors live and die on their contact network. The hallmark of a great real estate professional is their ongoing connection with their clients.
Contact management is an integral aspect of a realtor's daily activities.
For years, realtors have turned to contact management software to help them track and manage 'farm area residents' and potential clients in
their 'sphere of influence'. However, these applications tend to be over engineered and so feature rich that they make the simple tasks
difficult to do. Further, these applications are almost always separate from the application a realtor uses most to interact with their clients:
the email application, more specificallyMicrosoft Outlook. This separation requires real estate professions to perform synchronization
process that to ensure contacts, appointments and tasks are up-to-date in both applications. This synchronization process is time consuming
and highly prone to errors.
Wouldn't it be easier if you could just customize your email application to track pertinent real estate information and to give you simple
real estate marketing tools. Now there is!
Microsoft Outlook, but Better!

Microsoft Outlook is a powerful application that handles the heavy lifting of real estate contact management. However, Microsoft Outlook
was designed to address a mass market, not the specific needs of real estate professionals.
EurekaWare converts Microsoft Outlook into a complete real estate contact management solution. EurekaWare is an easy to use Contact
Management system built into Microsoft Outlook. Designed as a Microsoft Outlook Add-In, this application is simple to install and will
add important real estate fields and real estate functions to Microsoft Outlook.
Specifically, EurekaWare replaces Outlook contacts forms with real estate contact forms filled with industry specific fields, adds Actions
Plans to allow the automation of drip marketing and activitiy checklists, adds custom views and web integration features.
Version Issues in this Documentation

We do our best to update the changes to Outlook and our product in this User Manual. From time to time, you might find text referring to
an outdated Outlook function or a graphic that does not exactly match your screen. This is primarily due to the fact that Outlook and our
product are always changing. The documentation should always reflect the latest version of EurekaWare but will reference different
versions of Outlook. So if you see something slightly different on our manual than what you see on your screen, it is probalby just a
different version of Outlook. You can consult the Microsoft Office Help page for more help for your version of Outlook.
Data Importing Tips
When doing an import it is always smart to start with only a few records to test the import procedure. Once you are comfortable you can
add more. Large imports can consume lots of system resources (specifically memory). If your computer hangs during an import it is likely
because there are to many records for your computer to handle. If this is the case, break up the import into multiple files.
If you run into problems on the import, go back and redo the import with a single field, then rerun the import. Then add the fields
individually rerunning the import each time. This will allow you to identify fields that are causing import issues. Once they are identified
you can either clean up the data or omit them on the import.
Installation Instructions
EurekaWare Real Estate Contact Manager has been designed to be as easy as possible to install and use. To install this program:
1.Make sure you have Microsoft Outlook 2007, Microsoft Outlook 2003 or Outlook 2000 with Server Pack 3. This product does not
run on Outlook Express or Outlook Web Access.
2.Please create a backup copy of your contacts. This will protect your contact information in the off chance something goes wrong
during the installation of Eurekaware.
3.If you are upgrading from a 1.x or 2.x version of Eurekaware, please uninstall the old version first. If you are upgrading from a 3.x
version you can install over the old version, just make sure you convert the contacts to get the latest forms for all of your contacts
and manually convert the campaigns. If you are upgrading from any version of Eurekaware, please make sure Outlook is closed
before you start the install.
4.Also, be sure to disable your email anti-virus software and set your Outlook security settings to Medium. These programs
sometimes prevent the full installation of EurekaWare.
5.Download the file from the Eurekaware site by going to this page: www.eurekaware.com/realestate-download.asp.
6.Fill out the form on the Download Software page.
7.Press Download when you are brought to the downloading page.

8.Select Save when the File Download window appears to place the file on your hard disk. Do not select Run.
9.Save setup.exe to a directory where you can find it. Make sure the file is called setup.exe.
10.The setup program will download to your computer. Press Run when Download Complete appears.
11.Press Run when the Open File Security Warning window appears. EurekaWare has not yet registered with Verisign to get a digital
signature for our product, but we assure that it does not contain a virus.
12.Press Next when the EurekaWare Setup Wizard appears.

13.Read the EurekaWare End User Licensing Agreement.
14.If you agree to its terms, select I accept the agreement and press Next.
15.Enter your Name and Company at the User Information screen. This information will appear on Marketing Templates generated
by EurekaWare. The information is not shared with EurekaWare or anyone else.
Press Next to select the default location for the EurekaWare program. Keeping the program locati
Backup Outlook Contacts
There are three ways to create a backup of your contacts in Microsoft Outlook:
1.Copy your Contact Folder(s) within Outlook.

2.Export your Contact Folder(s).
3.Backup Microsoft Outlook Personal Folder.
</

Backup Outlook
Microsoft provides a tool that allows you to backup and restore your Personal Folders. You can use this tool to backup your Eurekaware
real estate data and all other information and then restore this data at a later date. This is especially useful if you need to resintall your
Operating System and all applications for some reason.
▪Microsoft Outlook Backup Tool.

Copy Outlook Contact Folders
From the main folder list, right click on the Contacts folder you wish to copy and select "Copy 'Contacts'". You can name the new folder
whatever you like.
You can restore this folder by reversing the process and copy the folder you copied back to it's original name.
Export Outlook Contact Folders
The following instructions are for Microsoft Outlook 2000. The actual process may very slightly from version to version. Consult the
Microsoft Outlook Help for more specifics.
Within Microsoft Outlook select 'Import/Export' from the 'File' menu. You will get a dialog box like this:
Choose 'Export to a file' option and click 'Next'. You will then see a dialog box like this:
Choose the folder you would like to backup:

Choose the file name you would like to use for your backup.
You can restore your backups in a similar way. All you have to do is to choose import option in the first step.
Converting Campaigns to Action Plans
In version 3.1, EurekaWare renamed Campaigns to Action Plans to clarrify how they can be used and eliminiate confusion.
This change will cause conflicts for users who have used Campaigns. We opted to spend precious development resources creating new
functionality instead of writing a conversion utility. Unfortunately this means existing users will need to manually convert the Campaigns
to Action Plans if they want to continue to use them. This page will walk through the process.
Move Campaign Tasks

Campaign Tasks have been moved to the root task folder to take advantage of built in Task Assignment capabilities of Outlook. If you have
any outstanding tasks in the Campaign Tasks folder, you can simply move them to the Task folder by selecting all items in the Campaign
Task forlder then Dragging them to the Task folder. This will make sure any future tasks with auto email options will automatically
generate emails. If you don't have any auto email tasks and don't plan to use the assignment features of Outlook you can simply leave the
Campaign Tasks where they are.
Re-Create Action Plans and Templates

Since Action Plans and Action Plan Templates have new fields, you can't just drag and drop Campaigns/Campaign Templates into
ActionPlans/ActionPlan Templates folders. You will need to recreate the Action Plans individually. You can copy and paste the description
fields from the Campaigns and Campaign Templates to Action Plan and Action Plan Templates.
If you have tips, suggestions or questions, please post these in the Installation Section of our forum.
How To Buy
You can purchase EurekaWare any time from our website. Simply click the Buy Now link on any of our product pages or by selecting Get
Registration Key from the EukekaWare menu.
Get Registration Key
EurekaWare comes with a 30 day free trial. After the trial period, the program and all of the real estate specific data you entered, will be
removed from your computer. To keep using the program, you must purchase a Registration key before the end of the 30 day trial. To do
so, follow these steps:
1.Make sure you are online and have a credit card available.
2.Open the EurekaWare menu.
3.Click the Get Registration Key option.
4.Your browser opens to the EurekaWare Buy Now page.
5.Click the Buy Now button.

6.Click Yes when the security screen asks if you want to display secure and nonsecure items.
7.If you do not already have a PayPal account, select the Click Here button.
a. Follow PayPal's instructions. You will be given the option to simply enter your credit card information, or establish an
Account if you will use PayPal in the future.
b. Be sure to provide a good email address as your EurekaWare registration key will be sent to the address provided.
8.If you have a PayPal account, enter your Email Address and PayPal password. Your EurekaWare registration key will be sent to
this address.
9.Press the Continue button.
10.Click Pay at the Make your payment screen.
11.The screen goes, briefly, to the PayPal payment receipt page, and then to the EurekaWare Thank You page.
12.Open Outlook and retrieve your email.
13.You will receive a receipt directly from PayPal and another from EurekaWare. Be sure to retain this email for your records.
14.Thank you for purchasing EurekaWare.
Next Topic: Enter Registration Key

Enter Registration Key
Once you have received a registration key from EurekaWare, you must enter the key in the software. This will permanently register your
purchase with EurekaWare and remove the reminder screen that appears each time you open Outlook during the Free Trial period. If you
have not already done so, you must follow the steps above to Get A Registration Key.
1.Open the email you received from EurekaWare with the subject 'EurekaWare payment has been received.'
2.Use your mouse to highlight the entire registration key listed in your email.
3.Copy the highlighted registration key by selecting the Outlook Edit menu, then Copy. (You can also use Control + C).
4.Open The EurekaWare menu.
5.Select the Enter Registration Key option.
6.Paste the registration key by pressing Control and the V key at the same time. Alternatively, you can simply type the Registration
key.
7.Press Register.
8.Your software is now registered.
Next Topic: Forgot Registration Key

Forgot Registration Code
If you have to reinstall EurekaWare and you have lost or forgotten your registration code, you can retrieve it here:
http://www.eurekaware.com/forgot_regcode.asp
Note: You can legally install EurekaWare on up to 3 computers you own.

Importing Data
▪Importing Contacts from CSV File
▪Importing Data from Top Producer
▪Importing Data Farm Lists
▪Data Importing Tips
Using EurekaWare
▪Starting EurekaWare Real Estate Contact Manager
▪EurekaWare Menus
▪Changing Your User Information
▪Converting Contacts
▪Importing Contacts from CSV File
▪Importing Data from Top Producer
▪"To Buy" Form for Real Estate Marketing
▪"To Sell" Form for Real Estate Marketing
▪Changing Drop Down Fields
▪Changing Weblinks
▪Changing the Contact Form
▪Form Design Concepts
▪EurekaWare Contact Fields
▪Using Form Fields
▪Sharing Contact and Calendar data
Starting EurekaWare Real Estate Contact Manager
Open MS Outlook. If you have not yet purchased EurekaWare, the registration reminder screen appears. Click Continue to open Outlook
and evaluate EurekaWare. If you are ready to purchase, click the Register button. See Get Registration for instructions. Once you are in
Outlook you will see the EurekaWare menu and the EurekaWare form for all contacts you have Converted to EurekaWare Contacts
EurekaWare Menus
Main Menu
EurekaWare menu is your launch pad to much of the EurekaWare functionality.
▪Get Registration Key (for unregistered users only): Will take you to EurekaWare site to purchase a registration key.
▪Enter Registration Key (for unregistered users only): Enter the registration key you receive after purchase to unlock the program.
Action Plan SubMenu

Collection of action planning tools that allow you to create a new drip marketing campaign and action plan checklist. From this menu you
can create, view, share, import and export existing action plans, templates, and tasks. Go to the EurekaWare Action Plans and Drip
Marketing pages to learn more.
Configuration SubMenu
Collection of configuration actions allowing you to convert contact folders, update your profile, edit dropdown lists and change weblinks.
EurekaWare Help SubMenu:
Place to get help on the EurekaWare program.
Changing Your User Information
The User Information Form is a place for you to store your personal information that can be used on flyers and emails.
To get to the EurekaWare User Information form, click 'User Information' from the Configuration Submenu on the EurekaWare menu.

Converting Contacts
EurekaWare adds more than 50 new fields to your Contacts forms so that you can track vital information about what your contacts are
looking for in a property. You can record details about what they want to purchase and what they are offering to sell. To add these
additional fields, you must "convert" from the default Contact form that comes with Outlook to EurekaWare's custom contact form. To do
so, follow these steps:
1.Open the EurekaWare menu.

2.Click on the Convert Contacts menu choice.
3.Click in a option box next to a folder name to select those Contacts folders that you wish to convert to the EurekaWare form. You
can easily select all folders with the Select All button.
4.In Exchange environments, you can check 'Include Public Folders' to search for and list all public folders on your network that
contain contacts. This can take a long time for large organizations. If you check this box, the folder list will be refreshed with all
Contact folders on your computer and across the network.
5.Click Convert to begin. This may take a few minutes depending on how many contacts you have. (If you wish to return a folder
to the original default Contacts form, click on Revert.)
"To Buy" Form for Real Estate Marketing
The Eurekaware 'To Buy' form helps a real estate agent track key information regarding what type of property your Contact wishes to purchase. When used
with the Web Link to Realtor.com, the To Buy form is a great way to quickly find properties that might appeal to your Buyer.
Here is a list of the most important fields on the To Buy form:
Field Name Description Customize Values?

Description A full text field for describing miscellaneous information about the Buyer's desired property.
Min Price* The low end of the buyer's desired price range.
Max Price* The high end of the buyer's desired price range.
Size* Number of square feet desired
Acres Number of acres desired
Timing Approximate number of months before the buyer would like to close on a property.
City/State* Desired location Y
Zip Code* Desired zip code
Bedrooms* Number of bedrooms desired Y
Bathrooms* Number of bathrooms desired Y
Type* Select one or more types of properties the buyer will consider Y
*Fields marked with an asterisk filter results when a Web Link button is pressed. For example, the Min and Max Prices determine the search results
returned from Realtor.com when the View Listings button is pressed.
To customize the values in the certain fields go Changing Drop Down Field Values in the manual.
Web Links
Web Links uses the values of your To Buy form to return relevant information from a variety of useful web sites. You can quickly gather information for
your buyer about listings, schools, child care, etc, in their desired purchase location. You can customize the weblinks to link to any site you want. The list
below are the default links. These will change from time to time.
Button Name Description

Sends values of the To Buy form to www.realtor.com to display a list of properties that meet
View Listings the criteria of the buyer. All of the fields of the To Buy form are used as filtering criteria except
description and timing.
Sends the city, state, and zip code values of the To Buy form to maps.google.com
Area Map
to display a map of the area, that can be printed at any desired scale.
Sends the city, state, and zip code values of the To Buy form to realestate.yahoo.com
Child Care
to display a list of the pre-schools and child care facilities in the area.
Sends the city, state, and zip code values of the To Buy form to realestate.yahoo.com
to display valuable information about the average age, income, cost of living, crime
Demographics
"To Sell" Form for Real Estate Marketing
The EurekaWare 'To Sell' form helps a real estate agent track key information regarding what type of property your Contact wishes to sell. This is importan
your real estate marketing software. Only one property can be tracked per contact record. If your contact owns more than one property, create additional Co
these other properties.

Below is a description of the fields on To Sell form.
To customize the values of some fields on the To Sell form, go Changing Drop Down Field Values in the manual.
The To Sell form 'Header'

The Header of the To Sell real estate marketing form has these fields:

Street Address This is the same as the Home Address entered on the General Tab. Changes can be made on either Tab.
City Same as the Home Address on the General Tab.
State* Same as the Home Address on the General Tab. Y
Zip Same as the Home Address on the General Tab.
Status* Whether the property is For Sale, Under Contract, Sold, or Inactive. Y
MLS ID Multiple Listing Service identification number
List Price Listing price for the property
Listing Date Date the property was put on the market. Note: To save changes to this field, make a change to another field on the contact record.
Listing Expiration Date the listing expires. Note: To save changes to this field, make a change to another field on the contact record.
Bathrooms* Number of bathrooms desired Y
Type* Select one or more types of properties the buyer will consider Y
*Fields marked with an asterisk filter results when a Web Link button is pressed. For example, the Min and Max Prices determine the search results return
View Listings button is pressed.
Overview Tab
These fields appear on the Overview Tab:

Short Desc A short description of the property
Prop Type Whether the property is a Single Familyk, Condominium, Apartment, Duplex, Farm, Land, or Trailer Y
Prop Style Text field for describing the style of the property
Sq. Feet Number of square feet of the property
Bedrooms Number of bedrooms
Fireplaces Number or description of the fireplaces
Full Description Large text field for describing the property
Exterior
Changing Drop Down Fields
You can change the values that appear in some of the custom EurekaWare drop down fields that are added to your Contacts/Campaign
forms. Specifically you can modify these fields:
Contacts Contacts Contacts Campaign Template/Task

General Tab To Buy Tab To Sell Tab Campaign Tab
Status
Home Address State
Source Bathrooms
Property Type Action
Contact Status State
Exterior
Garage Size
To change the default values of any of these fields, follow these steps:
1.Select 'Edit Dropdown Controls' from the Eurekaware...Configuration menu.

2.Find the field name for which you want to change some of the values. The field names are in brackets. The field values are listed
below each field name.

3.You can add, edit, or delete any field value from the list. Do not change the Field Name or modify the brackets in any way.
4.Once you have made all desired changes, save your changes by selecting File > Save from the menu. Do not change the name of
the "ewDropDowns.txt" file.
5.Open an Outlook contact form to see your changes.
Changing Weblinks
All of the Actions or web links on the bottom of the To Buy and To Sell forms can be changed to point to your favorite websites. You can even pass
'parameters' to those sites so that information is automatically fed to the appropriate site. For example, EurekaWare finds listings that meet your
buyer's criteria by sending Realtor.com information from the To Buy form such as: minimum price, maximum price, square feet, city, state,
bedrooms, bathrooms, and property type. Any Outlook field or EurekaWare field can be passed as a parameter. All fieldnames shoudl be enclosed in
angle brackets(e.g. <fieldname>). Be sure to type the fieldnames exactly as they are listed, including spelling capitalization and spacing. For
instance, <MLS Id> is the correct way to use the MLS number from the current contact record. None of the following variations would work:
<MLSId>,<MLS ID>,<mlsid>,<MLS_ID>.
To change the default values of any of these web links, follow these steps:
1.Select 'Edit Dropdown Controls' from the Eurekaware...Configuration menu.

2.Find the web link that you want to change. The buttons are numbered from left to right and are surrounded by brackets.
3.To change the name of the web link button, insert the name below the bracketed button number. For example: 'name=EurekaWare'
4.To change the URL that the button points to, add a new line below the name, such as 'url=http://www.EurekaWare.com'
5.You can substitute any Outlook field or EurekaWare field as parameters in the URL, by enclosing the fielname in < >. The following would
create a weblink for a zillow map of the area around the To Buy location 'url=http://www.zillow.com/homes/map/<Zip Code (To Buy)>'
Changing the Contact Form
We tried to make the EurekaWare Contact form as powerful and user friendly as possible. However, sometimes, you may still need to make some tweaks t
a unique need. You can change the fields or any other aspect of the EurekaWare Contacts forms. EurekaWare offers this capability to paid customers only.
password is required to complete this process which is provided to registered users from the EurekaWare/Configuration menu
Note: This is a relatively complicated procedure, requiring some proficiency with Outlook customization. EurekaWare does not provide technica
support for any changes made with this procedure.
To change the default values of any of these fields, follow these steps:
1.Within Outlook, Select Tools > Forms > Design a Form.

2.Select 'Personal Forms Library' from Look In dropdown box.
3.Select 'Eurekaware' and click Open.
4.You will need to supply the form password, you can retrieve it here.
5.You are now in Design mode for the EurekaWare Contact form, you can make any change you want here. Learn how to customize the form.
6.From the Tools menu click 'Publish Form' under the Form submenu.
To-Sell Tab: The To-Sell tab contains an embedded OCX object called ocxDialog. This objects is required for the form to work properly. Some version
of Outlook will remove this opbject when you go into designer mode. If you make changes to this tab, be sure this object is present. The ocxDialog objects
should be visible beneath the house icon. It is a square icon with a form on it.
If you do not the OcxDialog icon, follow these instructions to add it.
1.Click the Control Toolbox on the Form Designer toolbar

2.When the Control Toolbox appears, right click anwhere on the Control Toolbox form and click Custom Control
3.Select Micorosoft Common Dialog Control, version 6 (other versions may also work) and click Ok. The file name for this control is ComDlg32.oc
4.Grab the new control called CommonDialog and drop somewhere on the ToSell tab.
5.Right click on the new control, select Properties.
6.On the Display tab change the name to ocxDialog and click ok.
Any items converted to the EurekaWare Form will now have this change.
Form Design Concepts
Laying Out Your Text
The Outlook Forms Designer has a lot of tools to help you lay out your custom forms exactly the way you like them.
The first tool is the basic dot grid, which it uses to overlay your form. Your controls on the form will, by default, snap to the nearest grid
dotâ€”helping to ensure that they line up consistently. You can adjust the size of the grid (i.e., the spacing between the dots) by going to
Form | Set Grid Size in the Forms Designer. If you don't want the controls to snap to a grid dot, select Layout | Snap to Grid to disable that
feature. You can also turn the grid off entirely in the Layout Menu by clicking the "Show Grid" menu item.
To match up two controls on the form you can eyeball it and hope for the best, or make use of some of the layout tools. Select the first
control, then hold down the Ctrl key and select the rest. One of the controls will have white handles and the rest will have blackâ€”the one
with the white handles is the "master control" that to which the other ones conform. Now click Layout | Align to force the selected controls
to line up with each other on the top, bottom, center, or left or right edges; or click Layout | Make Same Size to set the controls to be the
same height, width, or both.
Creating Multiple Pages

Outlook forms can have multiple pages. When you open a form in the Forms Designer you will see several tabs appear with names like
"(p.2)," "(p.3)," and so forth. A page whose name is in parentheses is a hidden pageâ€”the user won't see it. To unhide that page, select it
and then click "Form | Display this Page." Most of those pages are going to be blank initiallyâ€”you can add any controls you like to them,
then unhide them to give your users more functionality.
In many cases, the default forms, like the Contact form, suits your purpose pretty wellâ€”and you'd like to have just a half dozen additional
fields to choose from, perhaps some custom fields as well. Open the Contact form in the Forms Designer, select one of the hidden blank
pages, add your new controls and custom fields to that page, unhide the page, then publish that form (you'll have to give it a new name),
and use that to create new items in the Contacts folder.
VoilÃ ! You've just added some functionality to the application for your users.
Adding Controls to Your Form

To add new controls to your form, use the Control Toolbox and the Field chooser. To launch the Control Toolbox, select Form | Control
Toolbox. The Control Toolbox has 15 basic controls that you can add to an Outlook form.
Add a Label control to place text in your form. Add a TextBox control, which you can bind to an Outlook field, as a way to display, add, or
edit the values of that field. You can add ComboBox or ListBox controls that allow your users to select from a predefined list of values for
the field. ComboBoxes also allow a user to type in their own value if none of the predefined ones are appropriate; ListBoxes give you the
security of forcing the user to select from a predefined value without the discretion to type in their own.
You can populate Combo or List boxes at design-time with specific values, or you can do it programmatically at run time so that when the
user opens the form, the script will fill in the possible values from items in another folderâ€”such as names from the Contacts folder, for
example.
You can add a Command Button that will run Visual Basic Script code that you specify. To add the code for the button simply double-click
it in the Forms Designer and the Code editor will open, ready to accept your code. Control buttons can also be bound to fieldsâ€”a Control
Button bound to the "TO" field, for example, will launch the address book in the familiar chooser mode that allows you to add names from
the address books to the TO, CC, or BCC fieldsâ€”just as you're used to seeing when you click the TO or CC button on a Comp
EurekaWare Contact Fields
You can use any of the standard Outlook Contact fields or any of the EurekaWare fields for field substitution in Marketing Campaign
Templates. Here is a complete list.
Standard EurekaWare Contact Fields

2-Story (To Buy) | 3-Car Garage (To Buy) | Acres (To Buy) | ActionPlans | Age of Home (To Buy) | Appliances | Appliances (To Sell) |
Average Utilities (To Sell) | Basement | Basement (To Buy) | Basement Sq. Feet (To Sell) | Bathrooms (To Buy) | Bathrooms (To Sell) |
Bedrooms (To Buy) | Bedrooms (To Sell) | Bullet 1 | Bullet 10 | Bullet 2 | Bullet 3 | Bullet 4 | Bullet 5 | Bullet 6 | Bullet 7 | Bullet 8 | Bullet
9 | Campaign List | Campaign Start Date | Campaigns | Central Air (To Buy) | Central Heated Air | City (To Buy) | City View (To Buy) |
Close Date | Club House | Clubhouse/Rec. Room (To Buy) | Community Pool | Community Pool (To Buy) | Community Spa/Hot Tub (To
Buy) | Contact Status | ContactType | Corner Lot (To Buy) | County (To Sell) | Covenants | Cul-de-Sac (To-Buy) | Den/Office (To Buy) |
Description (To Buy) | Description (To Sell) | Dining Room (To Buy) | Directions (To Sell) | Disability | Disability Features (To Buy) |
Electric | Elementary School (To Sell) | Excluded (To Sell) | Exercise Area (To Buy) | Expiration Date | Exterior (To Sell) | Family Room
(To Buy) | Fireplace (To Buy) | Fireplaces (To Sell) | Floors (To Buy) | Floors (To Sell) | Forced Air | Forced Air (To Buy) | Garage Size
(To Sell) | Gated Community | Golf (To Buy) | Golf Course | Golf Course Lot (To Buy) | Hardwood Floors | Hardwood Floors (To Buy) |
Heading 1 | Headline | Heat (To Sell) | High School (To Sell) | Home Owners Assoc Period | Home Owners Assoc. Fees | Homeowners
Assoc. Includes | Homeowners Assoc. Period | Horse Facilities | Horse Facilities (To Buy) | Horses Allowed (To Buy) | Hot Tub/Spa |
HTML Included (To Sell) | Laundry | Laundry Room (To Buy) | lblWebSite | Legal Description (To Sell) | Listing Date | Listing Expiration
Date | Listing Price | Listing Term | Lot Size (To Sell) | Main Floor Bathroom (To Buy) | Main Floor Bedroom (To Buy) | Main Floor Sq.
Feet (To Sell) | Main Floor Square Ft. (To Sell) | Maximum Price (To Buy) | Middle School (To Sell) | Minimum Price (To Buy) | MLS Id |
MLS Ids | Neighborhood (To Sell) | Ocean View (To Buy) | Other Info | Parking Garage (To Buy) | Patio/Deck | Patio/Deck (To Sell) | Pool
| Pool (To Buy) | Profile | Property Style (To Sell) | Property Tax (To Sell) | Property Type (To Buy) | Property Type (To Sell) | Public
Transport | Public Transportation | Recreation Facilities (To Buy) | Referral | Referreral | River View (To Buy) | Room 1 Size (To Sell) |
Room 2 Size (To Sell) | Room 3 Size (To Sell) | Room 4 Size (To Sell) | Room 5 Size (To Sell) | Room 6 Size (To Sell) | RV Access | RV
Access (To Buy) | Salutation | Second Floor Square Ft. (To Sell | Security | Security Features (To Buy) | Senior Community (To Buy) |
Septic | Sewer (To Sell) | Short Description (To Sell) | Sold Price | Spa/Hot Tub (To Buy) | Square Feet (To Buy) | Square Feet (To Sell) |
Square Feet Max (To Buy) | State (To Buy) | Status (To Sell) | Subdivision (To Sell) | Sun Room | Swimming Pool (To Buy) | Tagline |
Tennis (To Buy) | test | Timing (To Buy) | TosImgImage1 | TosImgImage2 | TosImgImage3 | TosImgImage4 | TosImgImage5 |
TosImgImage6 | TosLblRm1 | TosLblRm2 | TosLblRm3 | TosLblRm4 | TosLblRm5 | TosLblRm6 | TosTxtImagePath1 |
TosTxtImagePath2 | TosTxtImagePath3 | TosTxtImagePath4 | TosTxtImagePath5 | TosTxtImagePath6 | Total Sq. Feet (To Sell) | Upper
Floor Square Ft (To Sell) | Urgency | View (To Buy) | Water (To Sell) | Water View (To Buy) | Waterfront | Waterfront (To Buy) | Window
Treatments | Wooded Lot | Yard | Year Built (To Sell) | Zip Code (To Buy)
Outlook Standard Contact fields

Outlook Contact Fields
You can use any of the standard Outlook Contact fields or any of the EurekaWare fields for field substitution in Marketing Campaign
Templates. Here is a complete list.
Standard Outlook Fields

Account | Actions | Anniversary | Application | AssistantName | AssistantTelephoneNumber | Attachments | AutoResolvedWinner |
BillingInformation | Birthday | Body | Business2TelephoneNumber | BusinessAddress | BusinessAddressCity | BusinessAddressCountry |
BusinessAddressPostalCode | BusinessAddressPostOfficeBox | BusinessAddressState | BusinessAddressStreet | BusinessCardLayoutXml |
BusinessCardType | BusinessFaxNumber | BusinessHomePage | BusinessTelephoneNumber | CallbackTelephoneNumber |
CarTelephoneNumber | Categories | Children | Class | Companies | CompanyAndFullName | CompanyLastFirstNoSpace |
CompanyLastFirstSpaceOnly | CompanyMainTelephoneNumber | CompanyName | ComputerNetworkName | Conflicts |
ConversationIndex | ConversationTopic | CreationTime | CustomerID | Department | DownloadState | Email1Address | Email1AddressType
| Email1DisplayName | Email1EntryID | Email2Address | Email2AddressType | Email2DisplayName | Email2EntryID | Email3Address |
Email3AddressType | Email3DisplayName | Email3EntryID | EntryID | FileAs | FirstName | FormDescription | FTPSite | FullName |
FullNameAndCompany | Gender | GetInspector | GovernmentIDNumber | HasPicture | Hobby | Home2TelephoneNumber | HomeAddress |
HomeAddressCity | HomeAddressCountry | HomeAddressPostalCode | HomeAddressPostOfficeBox | HomeAddressState |
HomeAddressStreet | HomeFaxNumber | HomeTelephoneNumber | IMAddress | Importance | Initials | InternetFreeBusyAddress |
IsConflict | ISDNNumber | IsMarkedAsTask | ItemProperties | JobTitle | Journal | Language | LastFirstAndSuffix | LastFirstNoSpace |
LastFirstNoSpaceAndSuffix | LastFirstNoSpaceCompany | LastFirstSpaceOnly | LastFirstSpaceOnlyCompany | LastModificationTime |
LastName | LastNameAndFirstName | Links | MailingAddress | MailingAddressCity | MailingAddressCountry | MailingAddressPostalCode
| MailingAddressPostOfficeBox | MailingAddressState | MailingAddressStreet | ManagerName | MarkForDownload | MessageClass |
MiddleName | Mileage | MobileTelephoneNumber | NetMeetingAlias | NetMeetingServer | NickName | NoAging | OfficeLocation |
OrganizationalIDNumber | OtherAddress | OtherAddressCity | OtherAddressCountry | OtherAddressPostalCode |
OtherAddressPostOfficeBox | OtherAddressState | OtherAddressStreet | OtherFaxNumber | OtherTelephoneNumber |
OutlookInternalVersion | OutlookVersion | PagerNumber | Parent | PersonalHomePage | PrimaryTelephoneNumber | Profession |
PropertyAccessor | RadioTelephoneNumber | ReferredBy | ReminderOverrideDefault | ReminderPlaySound | ReminderSet |
ReminderSoundFile | ReminderTime | Saved | SelectedMailingAddress | Sensitivity | Session | Size | Spouse | Subject | Suffix |
TaskCompletedDate | TaskDueDate | TaskStartDate | TaskSubject | TelexNumber | Title | ToDoTaskOrdinal | TTYTDDTelephoneNumber
| UnRead | User1 | User2 | User3 | User4 | UserProperties | WebPage | YomiCompanyName | YomiFirstName | YomiLastName
EurekaWare Contact fields

Sharing Contact and Calendar data
EurekaWare customizes the Outlook contacts form. It does not provide sharing capabilities, but there are several solutions that are
compatible with EurekaWare.
Using Microsoft Exchange

If you are running Microsoft Exchange, you can create Public Folders to share EurekaWare Contacts. Click here for more information.
Using ShareO to share contacts and calendar data

If you do not have Microsoft Exchange, there are a number of solutions on the market that can help you share contacts with another
computer. We have customers that have reported good success with ShareO and the other products from 4Team. Click the image for more
information about this product:
Other Sharing Solutions

The Slipstick website lists several other solutions that purport to help sync contacts and calendar data between multiple computers.
www.slipstick.com/outlook/share.htm
Using Form Fields
Eurekaware contact fields can be used with both Mail Merge And Campaigns. However the formatting is slight different with each
approach.
Using Fields with Campaigns

When using these fields for Campaigns within Campaign Templates or Marketing Templates you simple enclose the fields in angle
brackets (e.g. <Fullname>). The Campaign Template form has a dropdown box you can use to insert properly formatted fields names.
In addition to Contact Fields, you can insert your personal information pulled from the EurekaWare User Information form on both
Campaign Templates and Marketing Templates. This feature is not available in Mail Merge.
Using Fields with Mail Merge

To use a EurekaWare contact field in a Mail Merge, you need to click the 'Insert Merge fields button fdrom the Mail merge toolbar in
Word.
And then select the field you wish to insert.

Modifying Real Estate Views
Adding Real Estate Marketing fields to a View
EurekaWare adds more than 50 new fields to your Contacts forms. You can look at this information by opening individual contact records, or you can use
Views to sort your contacts so that you can see the information that's most important to you. For example, you can create views to show all of your Sphere
contacts or all the property data your contacts want to buy. In order to get the full value of Microsoft Outlook as real estate marketing software, it is critica
fully understand the value and power of creating custom views.
Follow these steps to create a custom view:
1.To display the contact list in the Phone List view, click the phone list in the navigation pane, to the left of your Contacts window.
2.Click the Customize Current View hyperlink. The Customize View: Phone List dialog box appears.
3.Click the Fields button. The Show Fields dialog box appears.
4.(Optional) If there are any fields in the right pane that you don't want, select them and click <-Remove.
5.Open the Select available fields from list, and then select "User-defined fields in folder".
6.Select a EurekaWare custom field in the left pane and click Add->. The EurekaWare custom fields are added to that view.
7.(Optional) Rearrange the fields in the right pane with the Move Up or Move Down buttons.
8.When you're finished customizing the fields, click OK. Then click OK to confirm.
Sorting and Filtering your real estate marketing fields

A simple way to organize your contacts is by sorting them on the Phone List view (or any tabular view) by clicking the Column heading. The example belo
view sorted by Referral source.
You can filter a list of contacts so that only those contacts matching certain criteria are displayed. You can then save this View for easy access in the future
example, using filters you can create a View that only displays Contacts from a specified zip code, or Contact Type equals Buyer. Outlook comes with sev
standard views as well as the ability for you to create your own. Once you have created a filtered view, you can also use it to create a mailing list.
For example, to create a list that only include Mortgage Brokers (a EurekaWare Contact Type) follow these steps:
1.Select the contact folder where you wish the view to be applied.
Create Drip Marketing Programs
Realtor's often ask for a tool to create a program to touch their Sphere at different time intervals. EurekaWare's Action Plans are designed
specifically for this purpose.
Using Action Plans you can easily create effective drip marketing programs that include email, phone, personal visits, and letters to ensure
you are always keeping in touch with your most important clients.
Email Marketing & Newsletters
Whether you're looking to send an email newsletter, a high-impact email promotion, an email event invitation, an online survey, or build
your email list, you can use EurekaWare and Constant Contact to get it done.
Email Marketing and Newsletters from Constant Contact make it easy and affordable for you to connect with your customers or members.
Contstant Contact is a optional, seperately priced program.
Go to http://www.eurekaware.com/Email_Marketing.asp to learn more.

Web to Contact
With the Eurekaware Web to Contact product its easy import new contact leads from any web page directly into EurekaWare.
Follow these simple instructions to get it up and running in a few minutes:
1.Purchase Web to Contact

2.Select which contact fields you want to include and get HTML code.
3.Copy and Paste HTML into your webpage.
4.Add 'eurekaware.com' to your safe sender list to ensure emails from our server are delivered.
That's it. Note that the HTML code generated is intenionally very basic. This will allow it to be easily modified to fit any web site.
Action Plans and Marketing Campaigns
EurekaWare Actions Plans allow real estate agents to create action plans for repeatable tasks and touchpoint campaigns to automate the
process of communicating with their customer base. Like all EurekaWare features, Eurekaware Action Plans are built into Microsoft
Outlook making activity tracking and campaign management a snap.
EurekaWare Action Plans also useful for creating drip marketing campaigns, to create checklists and to automate regular tasks. Use Action
Plans to generate generate emails, letters, tasks or calendar items to remind you of important activities. Action Plans can even be assigned
to your clients so you can remind them and keep track of activities they are doing.
The following pages will show you how to get up and running using the Eurekaware Action Plan features.
1.Create an Action Plan

2.Assign an Action Plan
3.Use an Action Plan
Note action plans differ slightly from mail merge. While action plans have mail merge capabilities they are designed for regular ongoing
communications with your customers. Mail merge is better suited for ad-hoc mailers to a set group. Both action plans and mail merge use
all of the EurekaWare contact fields. However the formatting of those fields is slight different.
Note: Campaigns were renamed to Action Plans in version 3.1

Create an ActionPlan Template
Create a Campaign
The first step in creating a customer touchpoint campaign for your real estate contacts is to create a Campaign. To create a campaign select 'New Campaig
submenu in the Eurekaware menu.
This will create a new blank campaign. Enter a subject and notes that describe the campaign.
Usually you will want to begin adding Campaign Templates at this point. Click the 'Add Template Tasks...' for each template you wish to add. If you do a
to return to this form and save the campaign by clicking save and close.
Create Campaign Templates

A Campaign Task Template is a task item within the campaign. It can be used to outline email message, telephone scripts, plans for personal visits or othe

Subject
The title of the Campaign Template. If you select Email action the 'Subject will become the subject of the email
Notes
The main body of the campaign template. If you select Email action the Notes will become the body of the message.
Campaign
Select the parent campaign. This will default to the campaign from which this template was originally created. You change this field to move templates fro
Action
Specifies the action that will be generated. You can update this field by editing the Dropdown configuration file.
Auto Email
If you select the Auto Email checkbox for Email Actions an email message will be generated automatically on the due date.
Priority
Priority specifies the Priority of the Task or Email Generated.
Date Type
Specify the how the Due Date will be determined for all generated Campaign Tasks.
▪Days Out: Due Date will be a set number of days after the Campaign Start Date as specified by the Days Out field. Use the Days Out field to determ
this task will occur. For instance in a monthly touch point program each Campaign Template should be approximately 30 days from the last. So the
have 30 days out, the second would have 60 the third would have 90 and so on.
▪Special Date: Due Date will be the a special date (Birthday, Anniversary, Listing Date, Close Date) for that particular contact as specified by the Sp
▪Specific Date: Due Date will be the the date specified by the Specific Month/Day fields.
Annual
Due date will reoccur every year.
The Flexible Notes Field

Inserting Rich Text
You can insert rich text into the notes fields be right clicking on any selected text and then selecting font.
From the Font dialog you can specify font face, style, size, color and effect. The formatting you specify will be retained from from the Campaign Template
and even to the generated emails.

Attachments
You can add attachments to you campaign template. The attachments will be retained from from the Campaign Template to any Campaign Task and even t
These can be anything you want to associate to the campaign task. They could include email attachments, telephone scripts, letters, etc... To add an attachm
and then select the<
Create an Action Plan or Marketing Campaign
Create an Action Plan
The first step in creating an real estate action plan or real estate drip marketing campaign is to create the base Action Plan. The Action Plan is used to grou
Plan Templates. To create a campaign select 'New ActionPlan' under the ActionPlans submenu in the Eurekaware menu.
This will create a new blank campaign. Enter a subject and notes that describe the campaign. It is a good idea to describe the action plan in the notes and p
action plan templates included in the action plan.
Usually you will want to begin adding ActionPlanTemplates at this point. Click the 'Add ActionPlan Templates...' for each template you wish to add. If yo
here, be sure to return to this form and save the campaign by clicking save and close.
Create Action Plan Templates
An ActionPlan Template is an activity within the Action Plan. It can be used to outline email message, telephone scripts, letters, plans for personal visits or
actions.

Subject
The title of the ActionPlanTemplate. If you select Email action the 'Subject will become the subject of the email
Notes
The main body of the campaign template. If you select Email action the Notes will become the body of the message.
Action Plan
Select the parent campaign. This will default to the ActionPlan from which this template was originally created. You change this field to move templates f
ActionPlan.
Action
Specifies the action (e.g. Email, Phone, ToDo, Letter, Appointment, etc...) that will be generated. You can update this field by editing the Dropdown config
Auto Email
Available only on Email Actions. If you select the Auto Email checkbox for Email Actions an email message will be generated automatically on the due da
message can also be created manually from the Action Plan Task.
Auto Appointment (new in verson 3.1)
Available only on Appointmnet or Visit Actions. If you select the Auto Appointment checkbox an appontment will automatically be generated when the Ac
ot a Contact. The date of the appointment will be based on the date rules specified below. The appointment can also be created manually from the Action
Priority
Priority specifies the Priority of the Task or Email Generated.
Auto Assign to Contact (new in verson 3.1)
Check this box to have the task automatically assigned to the Contact. This will automatically send an email to the Contact alerting them of the task. If the
Outlook they can update the status of the task. Any status changes iwll be updated on the ActionP:lan task.
Date Type
Specify the how the Due Date will be determined for all generated Campaign Tasks.
▪Days Out: Due Date will be a set number of days after the Special Date(see below) as specified by the Days Out field. Use the Days Out field to de
days later this task will occur. For instance in a monthly touch point program each ActionPlan Template should be approximately 30 days from the
Template would have 30 days out, the second would have 60 the third would have 90 and so on.
Da
Assigning Contacts
Open any contact item that has been converted to the Eurekaware form. Click ActionPlans tab.
Select the ActionPlan and specify the start date you wish the campaign to start and click add. Eurekaware will create ActionPlan tasks associated to this co
ActionPlan Template in this campaign. The due date for each of these ActionPlan Tasks will be the the start date specified and the days out listed on the as
Template. If there is a Document Template associated with the ActionPlan Template, then EurekaWare will create a new document using that document te
contact fields and create a short cut to the new document in the Notes section of the Contact record.
Deleting ActionPlan Tasks
To remove all ActionPlan tasks linked to an ActionPlan, simply select the ActionPlan from the ActionPlan dropdown in the the Remove ActionPlan Sectio
delete.
Viewing ActionPlan Tasks
Click the Activities field and you will see the new ActionPlan Tasks that were created. Notice, EurekaWare icon (Phone and Letter) for these ActionPlan T

Next: Using ActionPlan Tasks

Using Campaign Tasks
Automated Tasks
Auto Emails
Eurekaware will automatically generate emails for any ActionPlan Task that is specified with an 'Email' action and where the Auto Email box is
checked. EurekaWare will check for these emails every time Outlook is started. If you do not wish to automatically send emails do not check the
Auto Email check box in ActionPlan Templates or ActionPlan Tasks. If you would like to review emails before they are sent you can change
your email settings to prevent Outlook from automatically sending any emails. To do this, select Options from the Tools menu in Outlook and
uncheck send immediately checkbox found in the Mail Delivery/Mail Setup tab. If you do this all emails generated by EurekaWare will sit in the
Outbox until you click send and receive.
Auto Appointments (new in Version 3.1)
Eurekaware will automatically create appointments for any ActionPlan Task that is specified with an 'Appointment' or 'Visit' action and where
the Auto Appointment box is checked. The appointment will be created when the ActionPlan is assigned ot the contact. The appointment date
will be based on the date values specified in the ActionPlan Template. If you do not wish to automatically create appointments do not check the
Auto Appointment check box in ActionPlan Templates.
Manual Tasks
All non-email ActionPlan tasks will be treated like regular tasks in Outlook. You will be reminded when they are due and you can take action
accordingly.
Send Email
You can manually convert any ActionPlan Task into an email by changing the action to email and clicking the 'Generate Email Now' button.

Create Appointment
You can manually create an appointment for any ActionPlan Task that has an action type of Meeting, Appointment or Call. When you click the
'Create Appointment' button, EurekaWare will create an appointment in your Calendar with the Start Date set to the Due Date.
Regenerate Document
You can regenerate the Document that was generated from the Document Template specified in the ActionPlan Details section at anytime by
clicking regenerate document. This will recreate the document using the latest data in the contact record. This is useful if yo have recently
changed contact details.

Back To: Action Plans

Marketing Document Templates
The EurekaWare real estate contact management software add-in for Microsoft Outlook leverages the power of close integration between
Microsoft Outlook and Microsoft Word. It helps you, as a realtor, to easily create beautiful marketing flyers without having to retype the
property information from Outlook into Word. EurekaWare has done that work for you.
The following documents will show you how to use Marketing templates to create great looking brochures, flyers, postcards, for our real
estate clients.
1.Using Marketing Templates within a Contact Record

2.Using Marketing Templates within Marketing Campaigns
In addition, you can create your own templates. Here's how:
1.Create Marketing Templates using Exisitng Templates

2.Create a Brand New Marketing Document Template
Create Marketing Flyers with Contact Records
To create a real estate marketing brochure, flyer or other marketing collateral from within a contact record, follow these
steps:
1.Open a contact record containing the property information you want on your flyer.
2.Select the "To Sell" tab.
3.Click the Marketing Templates button at the bottom right of the To Sell form.
4.Select one of the provided marketing templates that appears in the Choose Templates window and press Open.
5.If the templates are not immediately visible, you can find them in this directory: "C:\Documents and
Settings\User\Application Data\Microsoft\Templates\EurekaWare" Note: This folder may be hidden. To make it
visible, open Windows Explorer, select the Tools > Folder Options menu option. Then click on the View tab. In
the Advanced Settings window, change the option to Show hidden files and folders.
6.Microsoft Word opens with the template. The template will process for a few moments while it fills in data from
your selected real estate contact record.
Create Marketing Flyers within a Marketing Campaign
With EurekaWare, it's easy to include brochures, postcards, flyers and otherarketing collateral into your marketing campaigns. Just select
the Marketing Template you wish to include from the Document Template pull down on the Campaign Template form.
The Marketing Document will be produced and attached to the notes section of the Contact record, when you assign the campaign to the
contact.
To learn how to create Real Estate Marketing Campaigns in EurekaWare

Customizing Existing Marketing Templates
The EurekaWare Real Estate contact management software add-in for Microsoft Outlook leverages the power of close integration between
Microsoft Outlook and Microsoft Word. It helps you, as a realtor, to easily create beautiful marketing flyers without having to retype the
property information from Outlook into Word. EurekaWare has done that work for you.
Open a template to change the layout and formatting

The EurekaWare real estate marketing templates are simple Microsoft Word document templates. If you know how to change layouts and
formatting in Microsoft Word you can do the same with a EurekaWare template.
To change the layout or formatting of a template, open the template in Microsoft Word:
1.Start Microsoft Word.

2.Select File > Open to open a document
3.Select Document Templates in the Change the Files of Type field of the Open Documents window.
4.Use the Look In navigator at the top of the Open Documents window to find the Eurekaware templates directory. The
templates are in this directory: 'C:Documents and SettingsUserApplication DataMicrosoftTemplatesEurekaWare.'
5.Note: This folder may be hidden. To make it visible, open Windows Explorer, select the Tools > Folder Options menu option.
Then click on the View tab. In the Advanced Settings window, change the option to Show hidden files and folders.
6.Select one of the provided templates to open it.
7.The template opens in Microsoft Word.
8.The template is a collection of formatted text boxes that contain tags that reference Outlook fields.
9.To change the formatting or layout, simply follow standard Microsoft Word procedures. You can learn more about about text
boxes by pressing F1 for the Microsoft Word help file.
Add fields to a real estate marketing template

You can easily modify the provided EurekaWare real estate marketing templates. You can add standard Outlook fields such as Last Name
or Home Phone, and you can add EurekaWare custom fields. To add Outlook contact information (stored in Outlook fields) from one of
the EurekaWare provided templates:
1.Go here to view a comprehensive list of all Outlook contact fields including the EurekaWare custom fields.
2.Follow the procedure above to open an existing template in Microsoft Word.
3.Adding Fields. Type in the exact name of the field you identified in step 4 surrounded by the less than and greater than keys. For
example, type <Bathrooms (To Sell)> to include the number of bathrooms in your marketing template. You can place these fields
anywhere in your document template. You can add as many fields as you like to the template.
4.Adding Images. First insert any picture into the template as a picture holder. Size the picture to the dimensions you want. Then
link it to the image by opening the format picture dialog (this can be done by double clicking the image). Then click the 'Web' tab
and enter the field name (e.g. TosTxtImagePath1) in the Alternative text box. There are 6 images associated with each contact they
are named TosTxtImagePathX where X is the image number 1 through 6.

To save your changes, select File > Save As
Create New Real Estate Marketing Templates
The easiest way to create new real estate marketing collateral is to modify an existing marketing template. However, sometimes you may
want to start from scratch or borrow a modify a publically available template.
Create a new template

The EurekaWare real estate marketing templates are simple Microsoft Word document templates. If you know how to change layouts and
formatting in Microsoft Word you can do the same with a EurekaWare template.
To create a new template:
1.Start Microsoft Word. If a new document is not opened, Click New from the file menu.
2.To change the formatting or layout, simply follow standard Microsoft Word procedures.
3.Fill the document with the content you want
Add fields to a real estate marketing template

You can easily modify the provided EurekaWare real estate marketing templates. You can add standard Outlook fields such as Last Name
or Home Phone, and you can add EurekaWare custom fields. To add Outlook contact information (stored in Outlook fields) from one of
the EurekaWare provided templates:
1.Go here to view a comprehensive list of all Outlook contact fields including the EurekaWare custom fields.
2.Follow the procedure above to open an existing template in Microsoft Word.
3.Adding Fields. Type in the exact name of the field you identified in step 4 surrounded by the less than and greater than keys. For
example, type <Bathrooms (To Sell)> to include the number of bathrooms in your marketing template. You can place these fields
anywhere in your document template. You can add as many fields as you like to the template.
4.Adding Images. First insert any picture into the template as a picture holder. Size the picture to the dimensions you want. Then
link it to the image by opening the format picture dialog (this can be done by double clicking the image). Then click the 'Web' tab
and enter the field name (e.g. TosTxtImagePath1) in the Alternative text box. There are 6 images associated with each contact they
are named TosTxtImagePathX where X is the image number 1 through 6.

Save the new template
1.To save your document, select File > Save As from the Word menu, once you are done adding fields to the template or changing
the layout.
2.Be sure that the Save In navigator at the top of the screen shows the EurekaWare folder. This is important so that your customized
template will be in the folder that automatically opens from EurekaWare.
3.Change the Save as Type to Document Template.
4.Click the Save Button
Email Marketing Templates
EurekaWare has partnered with Constant Contact to provide an email marketing service to EurekaWare customers. Constact Contact's
SpeakUp email marketing service provides the following:
▪Multi-language email template footer
▪Automatically generated text version
▪Insert images and links option
▪Insert Survey link option
▪Insert coupon option
▪Advanced feature: edit style sheet
▪Over 300 customizable templates
▪Email newsletter templates
▪Email promotions templates
▪Email cards templates
▪Email event invitation templates
▪Holiday & seasonal theme templates
▪Basic templates
▪Custom template option
View Real Estate Templates
Learn More Here

Mail Merge and Form Letters
You can use EurekaWare along with the standard features of Outlook and Word to create form letters. For example, you can merge your
contacts with a document that you create in Word, and then quickly and easily produce a complete mailing list.
1) Create New Mail Merge Document
2) Running a Mail Merge with an Existing Document
Note mail merge differs slight from Campaigns. While campaigns have mail merge capabilities they are designed for regular ongoing
communications with your customers. Mail merge is better suited for ad-hoc mailers to a set group. Both campaigns and mail merge use
all of the EurekaWare contact fields. However the formatting of those fields is slight different.
More Information
For a complete walk though of the Mail Merge capabilities, go to the Microsoft's Walk Through of Word's Mail Merge Feature.
Create a New Mail Merge Document
You can create and save the form letter in Word first, or type it as you need it. The process below will show you how to create the
document on the fly. The letter is called the main document and your list of contacts is called the data source. Word's Mail Merge feature
provides the most frequently used merge fields, such as First Name, Last Name, Company, Address 1, State, and so on. You can choose
from address-related fields or database-related fields, depending on the type of information you are merging.
1.Go to any Contacts folder and select the contacts individually or by groups that you have created in a filter.
2.Click the Tools menu, and then click Mail Merge.
3.Click the New Document option (or click the Existing Document option, click Browse, locate and select the document, and then
click OK
4.Click OK. Microsoft Word opens, displaying a new or existing document with the Mail Merge toolbar.
5.In the Word window that appears, click the Main Document Setup button on the Mail Merge toolbar, select the document type you
want, and then click OK.

6.Click the Mail Merge Recipients button on the Mail Merge toolbar, select the recipients you want to include, and then click OK.

7.In the document, type the contents of the letter. You can use the mail merge wizard (see below) to fill the contents and complete
the mail merge or you can manually create the contents and merge the file your self by following steps 8-11 below.

8.Click to place the insertion point where you want to insert fields, and then click the Insert Merge Fields button.

9.Select the Address Fields option or the Database Fields option. The database fields will include all EurekaWare contact fields. The
address fields will only include address fields.

10.Click a field, and then click Insert. Repeat to insert additional merge fields.
11.Click one of the following buttons: Merge To New Document, Merge To Printer, Merge To E-Mail, or Merge To Fax.
12.In the main document (not the new merged file), click 'Save as' from the File menu to save the file so you can use it for future mail
merges.

Mail Merge Wizard

You can use Word's Mail Merge Wizard to help you with the mail merge process. This wizard is optional but for some people it simplifies
the process of creating a mail merge document.
1.In Word, click the Tools menu, point to Letters And Mailings, and then click Mail Merge to start the wizard.
2.Assuming you start the Mail Merge Wizard after an export from Outlook. The Wizard will begin on Step 4: Write your Letter. The
first three steps have been completed for you based on the input you provided in the Merge Contacts dialog box in bullet 4 above.
3.Click Address Block to specify the formatting for an address block.

Click Greeting Line to specify the formatting for the salutation.
Image: Unknown
Running a Mail Merge with an Existing Document
Once you have created the form letter, you can run a mail merge any time you want.
1.Go to any Contacts folder and select the contacts individually or by groups that you have created in a filter.
2.Click the Tools menu, and then click Mail Merge.
3.Click the Existing Document option and use the browse button to select the merge document (see Creating a New Mail Merge
Document).
4.Click OK. Microsoft Word opens, displaying a new or existing document with the Mail Merge toolbar.
5.In the Word window that appears, click the click one of the following buttons on the mail merge toolbar: Merge To New
Document, Merge To Printer, Merge To E-Mail, or Merge To Fax.
More Information
For a complete walk though of the Mail Merge capabilities, go to the Microsoft's Walk Through of Word's Mail Merge Feature.
Uninstalling EurekaWare
How to remove EurekaWare Real Estate Contact Manager
1.Open the Control Panel from the Start Menu.
2.Select Add or Remove Programs.
3.Select the EurekaWare program folder, or the folder name you used when installing EurekaWare.
4.Select EurekaWare and click Remove button.
5.Click Yes when asked if you are sure you want to completely remove EurekaWare and all of its components.
6.The EurekaWare Uninstall process begins.
7.A Revert Contacts window will briefly appear. This process removes all EurekaWare fields from your contacts and restores the
original contacts form. (Note: In order to be certain that all contacts are restored, the uninstall program cycles through all Contacts
folders, including those that do not have the EurekaWare form.
8.Click OK when the message window states that EurekaWare has been successfully removed from your computer.
Manually Un-Install EurekaWare

1.If the uninstall process listed above fails to work for any reason you can manually disable the EurekaWare add-in. To disable it:
click Tools > click Options > click the Other tab > click the Advanced Options button > click on the Add-in Manager button >
mark a check next to the EurekaWare add-in and any other undesired add-ins.
Remove the EurekaWare User Information folder

On some versions of Outlook the EurekaWare User Information form must be removed manually. To do so, follow these steps:
1.Open Outlook.
2.Go to your Contacts folder.
3.
Check if a EurekaWare User Information folder still appears.

4.Right Click on the EurekaWare User Information folder.
5.Select Delete "EurekaWare User informati..."
6.Click Yes when the message window asks if you are sure you want to permanently delete all the items and subfolders in the
EurekaWare folder. (It may not STILL be deleted, so continue...)
7.Exit Outlook.
8.Reopen Outlook.
9.Go back to your Contacts folder.
10.Right Click on the EurekaWare User Info folder.
11.Select Remove from My Contacts.
12.Exit Outlook.
13.Reopen Outlook.
14.The EurekaWare User Info folder has been removed.
Uninstalling Microsoft Outlook Add-ins
The primary cause of all technical issues with EurekaWare is because of an incompatibility with another add-in to Microsoft Outlook.
Since EurekaWare customizes the Outlook Contact form, any other add-in that makes modifications to that form could likely create an
issue. For example, if you have an iPod by Apple, you will be surprised to know that it puts an add-in onto your Outlook that causes an
issue with EurekaWare. Likewise, Plaxo modifies the Outlook Contact form. You must uninstall Plaxo, then install EurekaWare. You may
later re-install Plaxo and it should work fine. When in doubt, please follow these instructions to remove other add-ins to Outlook and then
try re-installing EurekaWare.
Microsoft Outlook 2003

1.Start Outlook 2003.
2.On the Tools menu, click Options.
3.On the Other tab, do one of the following:
▪Remove COM add-ins. To do this, follow these steps:
1.Click Advanced Options.
2.In the Advanced Options dialog box, click COM Add-ins.
3.In the Add-Ins available list, click to clear the check box for any add-ins that are installed.
4.Click OK to close the COM Add-Ins dialog box.
▪Remove add-ins in the Add-In Manager. To do this, follow these steps:
1.Click Add-In Manager.
2.Click to clear the check box of any undesired installed add-ins that are listed in the Add-In Manager dialog box.
iTunes is known to be incompatible with EurekaWare. Remove all others that affect the Outlook Contacts form.
3.Click OK.
4.Click OK to close the Advanced Options dialog box.
5.Click OK to close the Options dialog box.
Microsoft Outlook 2007

1.Start Outlook 2007.
2.On the Tools menu, click Trust Center.
3.Select the Com Add-Ins from the Manage drop down field at the bottom of the form and click the Go button
4.Remove add-ins in the Add-In Manager. To do this, follow these steps:
1.Click Add-In Manager.
2.Click to clear the check box of any undesired installed add-ins that are listed in the Add-In Manager dialog box. iTunes is
known to be incompatible with EurekaWare. Remove all others that affect the Outlook Contacts form.
3.Click OK.
Microsoft Outlook Help and Tips
As an Add-In to Microsoft Outlook, EurekaWare leverages all the power and capabilities of Microsoft Outlook, the world's most popular
email client.
EurekaWare does not provide support for standard Microsoft Outlook Features. However, there are plenty of free resources on the web to
help you learn how to use all of the great features of Microsoft Outlook. Below is a partial list of resources provided by Microsoft to get
you started.
▪Microsoft Outlook Home Page

▪Microsoft Outlook Help and How To Guides
▪Outlook 2007 Help
▪Microsoft Outlook Templates (Email Templates)
▪Microsoft Word Templates (Letter Templates - easily adapated to be used in EurekaWare Campaigns and Document Templates)
▪Microsoft Outlook Discussion Group
Real Estate Sticky Notes
Realtor are always jotting down notes. Starting in Microsoft OutlookÂ® version 2002, notes are the electronic equivalent of paper "sticky"
notes. You can use notes to jot down questions, ideas, reminders, or anything you would write on note paper.
To create a note in Outlook:
1.On the File menu, point to New, and then click Note.
2.Type the text of the note.
3.To close the note, click the Ã— in the upper-right corner of the note.
You can also make Outlook notes accessible from your Microsoft WindowsÂ® desktop by creating the following shortcut:
1.Right-click the desktop, point to New, and click Shortcut.

2.In the Type the location of the item box, type the following path: "C:\Program Files\Microsoft
Office\Office10\OUTLOOK.EXE" /c ipm.stickynote
3.Click Next, name the shortcut, and then click Finish.
Now, when you double-click the shortcut, an Outlook note will appear on your desktop.
Send a Virtual Business Card
Use vCards to send your real estate contact information to your customers and prospects. Microsoft Outlook supports the use of vCards,
the Internet standard for creating and sharing virtual business cards. By adding a vCard to your e-mail signature, you can include your real
estate business contact information with each e-mail message you send. If you receive a vCard and would like to save the information it
contains, simply double-click it, and it will open as a contact item that you can easily save to your Contacts folder.
To include a vCard with your e-mail signature:
1.On the Tools menu, click Options, and then click the Mail Format tab.
2.Under Signature, click Signatures, and then click New.
3.Select the options you want, and then click Next.
4.Under vCard options, select a vCard from the list or click New vCard from Contact.
Color Code Your Calendar
In your Outlook Calendar, you can use colors to help you manage your real estate appointments. For example, you can choose colors with
predefined labels such as "Personal", "Needs Preparation," or "Must Attend;" or, you can create your own labels. Here's how:
To color an appointment or meeting with a predefined label:
1.Click Calendar.
2.Right-click an appointment or meeting, point to Label on the shortcut menu, and then click a color-coded label in the list. (To
remove the color from the appointment or meeting, in the Label list, click None.)
To create your own colored label:
1.Click Calendar.
2.Right-click an appointment or meeting, point to Label on the shortcut menu, and then click Edit Labels.
3.Pick the color you want to rename, type in your new label name, and then click OK.
Outlook Shortcut Keys
Outlook Keyboard Shortcuts
Press To create or open this item
Ctrl+Shift+A Appointment
Ctrl+Shift+C Contact
Ctrl+Shift+E Folder
Ctrl+Shift+J Journal entry
Ctrl+Shift+L Distribution list
Ctrl+Shift+M Message
Ctrl+Shift+Q Meeting request
Ctrl+Shift+N Note
Ctrl+Shift+K Task
Ctrl+Shift+S Post in this folder
Ctrl+Shift+U Task request
Inbox and Messaging Keyboard Shortcuts
Press To
Ctrl+Shift+I Switch to Inbox.
Ctrl+Shift+O Switch to Outbox.
Alt+Enter Display message properties
Ctrl+A Mark All

Ctrl+Shift-B Open Address Book
Ctrl+C Copy selected text
Ctrl+D Delete selected message
Ctrl+E Opens People Search Dialog
Ctrl+F Forward to selected message
Ctrl+Shift+F Open Message Search Dialog
Ctrl+G Follow-up to newsgroups
Ctrl+N Create new message
Ctrl+P Print selected messages
Ctrl+R Reply to the author of selected message
Ctrl+Shift+R Reply to author and all recipients of selected message.
Ctrl+U Display next unread message
Ctrl+< Display previous message
Ctrl+> Display next message
Ctrl+F2 Open message body in Notepad
Display
Ctrl+F3
Repairing Microsoft Outlook
Sometimes EurekaWare will not install properly or run properly due to damaged system files. To resolve this issue, you will either need to
uninstall, and then reinstall Outlook or you may be able to correct the damage by running a Detect and Repair in Outlook.
You will need to have the Microsoft Outlook installation CD to reinstall Outlook or run the Detect and Repair procedure.
Note: The following information is provided as a convenience. EurekaWare, does not provide support for Microsoft Products. For more
information on this topic go to Microsoft.com
Follow the instructions below to Detect and Repair Microsoft Outlook:
1.Exit all running applications and launch Outlook

2.Click the Help menu, and then click Detect and Repair. The Detect and Repair dialog box appears:

3.Be sure that the appropriate option is enabled. It is recommended that you Restore my shortcuts while repairing.
4.Click Start. A Microsoft Office Professional progress indicator appears as the system gathers required information:

5.Complete the Detect and Repair Wizard as instructed.
Getting Help
We have done our best to create a quality real estate marketing product and we have hundreds of satisfied customers. Under most
circumstances, we will respond within 24 hours. We do not currently provide telephone support.
Please follow these guidelines first before contacting us:
▪Learn how to unleash the full potentail of Microsoft Outlook from the Microsoft Office Learning Center.
▪Use our troubleshooting tool to diagnose and resolve common technical problems.
▪Consult our frequently asked questions. There are a lot of solutions to common questions.
▪Review our user manual. This document will show you how to use EurekaWare.
▪Search or Post a Question to the Customer Forum. This is reviewed by EurekaWare customers and Technical support personnel.
If you still have a problem...
▪Try to isolate the problem and reproduce the steps it took for it to occur. In order to resolve the issue, we must know how it
originated. If an error message was displayed, please send us a screen shot of it (the best way is to use the Print Screen key with the
help of any image editor).
▪If it is necessary to contact us, send a problem report from inside the EurekaWare application. This will help us diagnose your
issue. Send a problem report by clicking EurekaWare menu > EurekaWare Help > Report A Problem. Include the exact
wording on any error message. If you do not have access to the EurekaWare menu, you can send the information to:
support[at]eurekaware.com or use this special form
Troubleshooting Wizard
Diagnose and resolve the most common technical problems using our Troubleshooting Wizard
Report a Problem
EurekaWare is a small real estate software Company that is commitment to making realtors more successful. If you encounter a problem
with our real estate software the best way to report this issue is by using the 'Report a Problem' item in the EurekaWare menu within
Microsoft Outlook.

We will review the problem and get back with you in a day or two, with resolution within the week depending on the problem.
Suggest an Enhancement
We are looking for ways to improve our real estate contact management application. Please submit your ideas here:
http://www.eurekaware.com/addcomment.asp?typevalue=Suggestion

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The easiest way to manage your Real Estate

▪Vista Compatible: Eurekaware now works with Vista.

▪Action Plans: Campaigns were renamed to ActionPlans for clarity.

1.In Outlook, on the File menu, click Import and Export.

Click here to see how to Import Top Producer Contact Data.

More Data Importing Tips

1.Importing Top Producer Data

2.Import A Farm List

More Data Importing Tips

Microsoft Outlook, but Better!

Version Issues in this Documentation

7.Press Download when you are brought to the downloading page.

12.Press Next when the EurekaWare Setup Wizard appears.

1.Copy your Contact Folder(s) within Outlook.

▪Microsoft Outlook Backup Tool.

Choose the folder you would like to backup:

Move Campaign Tasks

Re-Create Action Plans and Templates

5.Click the Buy Now button.

Next Topic: Enter Registration Key

Next Topic: Forgot Registration Key

Note: You can legally install EurekaWare on up to 3 computers you own.

Action Plan SubMenu

1.Open the EurekaWare menu.

Here is a list of the most important fields on the To Buy form:

Field Name Description Customize Values?

Button Name Description

The To Sell form 'Header'

Field Name Description Customize Values?

Field Name Description Customize Values?

Contacts Contacts Contacts Campaign Template/Task

1.Select 'Edit Dropdown Controls' from the Eurekaware...Configuration menu.

below each field name.

1.Select 'Edit Dropdown Controls' from the Eurekaware...Configuration menu.

1.Within Outlook, Select Tools > Forms > Design a Form.

1.Click the Control Toolbox on the Form Designer toolbar

Creating Multiple Pages

Adding Controls to Your Form

Standard EurekaWare Contact Fields

Outlook Standard Contact fields

Standard Outlook Fields

EurekaWare Contact fields

Using Microsoft Exchange

Using ShareO to share contacts and calendar data

Other Sharing Solutions

Using Fields with Campaigns

Using Fields with Mail Merge

And then select the field you wish to insert.

Follow these steps to create a custom view:

Sorting and Filtering your real estate marketing fields

Contstant Contact is a optional, seperately priced program.

Go to http://www.eurekaware.com/Email_Marketing.asp to learn more.

Follow these simple instructions to get it up and running in a few minutes:

1.Purchase Web to Contact

1.Create an Action Plan

Note: Campaigns were renamed to Action Plans in version 3.1

Create Campaign Templates

Priority specifies the Priority of the Task or Email Generated.

Due date will reoccur every year.